The Intake MasteryCourse
Free Yourself From Financial Worry!
Convert Your Contacts Into Money-making Leads.
Transform your intake system with this step-by-step, interactive course specifically designed for lawyers looking to increase their caseloads. Master the intake process and start converting your leads into new clients.
Have you struggled with getting prospects to book
consultations when you ask for a fee?
The Intake Mastery Course isWhat You Need!
Perhaps the prospect is eager and ready to come in, was personally referred by a good paying former client, or has a super sexy issue that you love to address. In those instances, do you just waive the fee? Or, do you risk letting them go because it's your law firm and you make the rules? Believe it or not, you don't have to straddle the fence with these two undesirable outcomes.
You CAN charge AND secure agreement from your prospects to pay.
But, it takes the right ingredients.
Specifically, you need:
- The right approach to the questioning process of intake
- The right scripting to get consults booked
- The right type of employee handling intake
- The right training protocol for this person
There's more to it than that - but these core elements MUST be addressed!


How Do You Set Up your Intake Process for Success?
Think of a time you received a special offer you were excited to purchase, but when you called to schedule an appointment, the staff hurriedly took your number, but never followed up! You only get one chance to make a first impression. If you’re going about it the wrong way, it’s costing you a missed business opportunity. Don’t lose another client over an avoidable mistake! Join our Intake Mastery Course and learn how your entire firm can drive any lead towards a sale.
Creating a successful intake system should be at the top of the “to-do” list for every business, especially a law firm that’s counting on new clients. Unfortunately, most practices overlook this critical segment of the business. Studies show that on average, firms convert only 5-15% of their leads, costing them thousands of dollars in lost revenue. The legal marketplace is competitive and if your administrative assistant isn’t properly trained on handling phones, or your data is scattered, you’ll need to re-evaluate your intake process.
Through a combination of personalized coaching and training activities
the Law Firm Mentor brings its industry expertise to help law firms establish a more efficient and effective intake process. Creating a reliable intake and consultation process can dramatically increase your revenue. This online course will show you how to track your leads, qualify your phone prospects, schedule more appointments, and keep your clients happy.

We will teach you how to...
Train Rockstar
intake specialists: quality control, scripts, and auditing.
Align Marketing
and communication systems to maximize conversions and increase sales.
Implement a Lead Conversion System
to automate follow-ups with consultations
Master The Intake Process
and consistently convert your leads into new clients.
What's included in theIntake Mastery Course?
Make The Case For Perfecting Your Intakes And Watch Your Profits SOAR
Level 1
Master Intake Phone Calls
Level 2
Personable, Inquisitive Employee, a.k.a. “PIE”
Level 3
How to Train Your PIE
Level 4
Mastering the Phone Sales Scripts
Level 5
Money Matters
Level 6
Split Testing for Efficacy


Not sure what program is the best fit for where you are?
Schedule a quick call with our growth strategists, and we’ll be happy to assist you!











